Accounting High

Episode 24 Looking Back to the Future (feat. Chris Farrell, CPA/CEO) recorded 8/16/2021 Chris Farrell, CPA | CEO Liscio.me San Francisco, CA 1 Tell us about how you got started in the accounting industry… 3 Tell us about your dad’s embezzlement scandals… 5 Tell us about the coolest thing that happened at USC Santa Barbara… ***shout out to our sponsor Reach Reporting*** 12 Tell us about transitioning from accounting to tech… ***shout out to Oracle & Stratacomm*** 13 Tell us about the first jump, when you left Arthur Andersen… 16 Tell us about Liscio… 23 How did your accounting background help you with a startup? ***shout out to René Lacerte*** ***shout out to Bill.com, Paycycle & Lacerte*** 24 Tell us about not having a CPA for the first couple years… 27 Tell us about some times that you regret not having a good advisor early on… 31 Accountants can be the bridge between the past and the future ***shout out to our sponsor Practice Ignition*** 37 Who is at the table with the entrepreneur? 39 Give us the Liscio sales pitch… 45 Where do you see Liscio in 5 years? 47 Ackerman’s screen is frozen… 52 To the next phase of consolidation with our apps… Please leave us a review and subscribe, that would be super dope!

#5minL² | Experimentation w/ Notification Depreciation Episode 01 LEADERSHIP LESSONS | INDUSTRY TRENDS | CLIENT EXPERIENCE  Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minL²  with your hosts Chris Farrell and Scott Scarano. #5minL²  defined: 1.  derived from our #5minLy bonus episodes BUT with another sub-co-host this time on Leadership Lessons or L²  2.  Sons of CPAs Bonus episodes where Chris Farrell and Scott Scarano discuss some choice articles from Liscio Newsletter  https://liscio.me/leadership-lessons-take-care-of-ourselves/ 

Episode #23 HAPPY HALLOWEEN 2021 PPP: A President’s Personal Priorities (feat. Roger Harris, EA) recorded 8/2/2021 Roger Harris, EA | President of Padgett Business Services Athens, GA ***shout out to our 1st PAID sponsor Reach Reporting*** 5 I will not play golf if I don’t need a cooler to keep the beer cold 6 After you’ve found your career, did you really need your CPA? 10 Don’t question Mr. Padgett, or he will fire you! 12 The principles of marketing to clients haven’t changed in 50 years 13 How did you go from the paperboy to running Padgett? 15 What’s the biggest change from when you started 40 years ago? 16 Has it been a struggle to get a lot of the older Padgett offices to change their mindset? 17 We have to stop getting paid for what we do, and start getting paid for what we know. 18 Our value is not looking backward, but looking forward 21 It’s easier to keep you out of trouble than to get you out of trouble 24 Serving on the IRS Advisory Council for 4 years 25 The IRS is one of the biggest Social Welfare programs in the world ***shout out to Charles O. Rossotti*** 29 The IRS might get worse before it gets better. 30 Roger, at what point are you going to roll up your sleeves and fix the IRS? ***shout out to our 2nd PAID sponsor Tallyfor*** 35 How many real IRS audits have any of you been through? 36 Intent and ignorance have the same effect on the tax system 41 At the end of the day every checker player can become a king 43 The biggest mistake we make as professionals is we don’t set priorities 46 Do not spend $5 of my money looking for $1 of someone else’s 47 Everything has to be judged on the priorities you set and materiality 48 What do you look for in a new Padgett Franchisee? 49 Tell us some old client stories 52 Set family and personal priorities and stick to them ***shout out to Jeff Phillips*** ***shout out to Amanda Aguillard***

Sons of CPAs Episode 22 Bonus 10.26.2021 #5minLy | The Color Yellow Episode 11 LEADERSHIP | RECRUITING #5minLy defined: Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics from Karbon Magazine about running their modern accounting firms. https://karbonhq.com/resources/30-interview-questions-to-help-you-identify-the-best-candidate/

Episode #22  π’s Logic Accounting Brain (feat. Guy Pearson, CEO)  recorded 8/2/2021  Guy Pearson, CEO | Chief Ignitioneer | Head Janitor  Practice Ignition | Sydney, Australia  2 Trading Places and the Crescendo of Agricultural Economics  3 Being older than your father ever was  6 Aussie Rules IPA, Institute of Public Accountants  8 Do you want $20 in the bank or $20,000 at the end of the year?  ***shout out to Xero, Skype, Google Suite, Dropbox***  ***shout out to Receipt Bank, Fathom, and Spotlight***  11 An online ledger with an API, Bank Feeds, Single Ledger… god bless Xero  13 If you’ve traveled around the world, you probably bumped into an Australian  18 THE BIRTH OF… Interactive Accounting P/L  21 THE BIRTH OF… My Financial Solutions  22 THE BIRTH OF… My PIR (Property Investment Report)  26 Not doing any day-to-day work in your firm after 3 years!  ***shout out to Josh Lance***  28 Firm Ignition, Group Ignition, and Practice Ignition  30 THE BIRTH OF… Practice Ignition  ***shout out to Stuart McLeod***  ***shout out to Matt Allen***  35 When will everyone see the logic of running monthly retainers?  ***shout out to Steph Hinds, Head Ninja @ Growthwize***  ***shout out to Rod Drury***  37 The 3 F’s  39 A Global Mindset from Day One  ***shout out to Brendan Allen***  ***shout out to Tom Maxwell***  ***shout out to Don Miller***  ***shout out to Tiger Global***  ***shout out to Relay, Xero, Dext, Hubdoc, QuickBooks***  ***shout out to Karbon***  ***SPECIAL shout out to the Practice Ignition Team***  49 Smarter Together, Better Together  50 It’s the End of the Beginning… 

Episode 21 Blueprint 2: The Amalgamation (feat. Brian Clare, CPA) recorded 8/2/2021 Brian Clare, CPA, CMA | Blueprint Accounting Entrepreneur | Cloud Technologist | Automation Specialist ***shout out to Chrisio at Liscio*** ***shout out to Ian at Karbon*** ***shout out to Ackerman at BNA*** ***shout out to Oracle, SAP, NetSuite, QBO, Xero, and Freshbooks*** 3 there’s gotta be another cloud accounting GL platform to compete w/ Xero and QB… ***I guess…shout out to Sage*** ***shout out to Michael LySki*** 7 Partnership breakups, makeups, mergers, acquisitions, and amalgamations! 8 CA = Chartered Accountant, similar to CPA in the US 8 CMA = Certified Management Accountant 8 CGA = Certified General Accountant ***shout out to Scott Armstrong*** ***shout out to Richard Aprio Kopelman, CPA/CEO*** ***shout out to Jay-Z*** 10 What’s in a name? 11 What’s your firm's primary focus? 12 What’s your philosophy on time? 16 How many employees do you have? ***shout out to Scott Scharf, CTO*** 17 What are your revenue goals? ***shout out to Christopher Leon, EA*** 19 Do you still do sales at your firm? 23 What happens when pricing services come up with your bookkeepers or accountants? 23 Why do we accept that a client will get mad about the price? 26 What’s your current philosophy on Change Management? ***shout out to Accounting Salon*** ***shout out to Amanda Aguillard, CPA*** ***shout out to Kenji Kuramoto, CEO at Acuity*** ***shout out to Liz Mason, CPA at High Rock*** 28 A world buried by email 29 Time Blocking 30 How do we find time to do the things we used to before firms and families? 32 What did we do before iPhones and Social Media? 34 How do you do your SOPs or Standard Operating Procedures? ***shout out to Loom and Scribe*** ***shout out to Microsoft Teams*** 36 How do you guys handle digital security? ***shout out to Webroot*** 39 Do you have an email philosophy? ***shout out to Liscio*** ***shout out to Nayo Carter-Gray, EA, and takingyourfirmvirtual.heysummit.com*** 46 Let’s talk about the Accounting Automations Workflows podcast! ***shout out to Heather Satterley, CPA*** ***shout out to Jay-Z***

Sons of CPAs Episode 20 Bonus HAPPY TAX EXTENSION DEADLINE 2021!!! 10.15.2021 #5minLy | Shiny Happy Hybrid Teams Episode 10 LEADERSHIP | DISTRIBUTED TEAMS | WORKING REMOTELY #5minLy defined: Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics from Karbon Magainze about running their modern accounting firms. https://karbonhq.com/resources/3-infrastructure-pillars-to-run-a-remote-or-hybrid-accounting-team/ Bonus Music Video! https://www.youtube.com/watch?v=YYOKMUTTDdA

Episode #20  Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO)  recorded 7/19/2021  Ian Vacin, CCO | ian@karbonhq.com  Chief Bottle Washer, Chief Janitorial Service, and Chief Customer Officer  Karbonhq.com  3 The three Karbon KPIs are Sales, NPS, and Net Dollar Retention (NDR) plus two others, Platform and Innovation  ***shout out to Tim Donohoue***  7 THE BIRTH OF… Triage  12 THE BIRTH OF… Ian Vacin  ***shout out to Stuart McLeod***  ***shout out to John Freeman***  16 THE BIRTH OF… Karbon  18 The bridge between Billing and Time for larger firms  20 Accountant’s Stool is made up of 3 Pillars: Work, Relationships, and Finance  26 Why Ian is worried about the future of the profession…  30 COVID could have been the shock to the system that we needed, for better or worse…  34 Stuart the Optimist, Ian the Realist, and John the Pessimist  ***shout out to Rod Drury***  ***shout out to Ali Grigg***  ***shout out to Ross Jenkins***  ***shout out to Jeff Phillips***  ***shout out to Amanda Aguillard***  ***shout out to Roger Harris***  41 Karbon as good stewards for the Accounting Community  ***shout out to Chris Farrell***  45 Ian’s realization on how Karbon is such a game-changer in his own life… 

Episode #19 Fantastic Ms. Fox (feat. Kristen & Kelsey Keats, CPA) recorded 7/12/2021 Kristen Keats, CPA | @kristenkeatscpa Sherwood, OR breakawayba.com | cadencia.io Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Zachary Call and Scott Scarano. ***shout out to Kelsey*** ***shout out to Shea*** ***shout out to Martin*** ***shout out to Twyla*** ***shout out to LySki***

Sons of CPAs Episode 18 Bonus  #5minLy | Customer Service is Where We Win  Episode 09  PERFORMANCE | SERVICE  #5minLy defined:  Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics about running their modern accounting firms.